Meet the NZBritannia Financial Advisers

Focus on the things that matter and the things that you can control. The rest is simply noise.

Wayne Becker

FINANCIAL ADVISER
BRITANNIA FINANCIAL PLANNING LTD

After an early start in the financial markets trading shares at age 12, Wayne moved on to join one of New Zealand's largest share broking companies. He then completed a first class honours Business degree at Massey University as well as a Diploma in Personal Financial Planning. He has built a reputation as a strategic financial consultant and values the strong relationships he builds with his clients. Wayne is the Managing Director of our subsidiary 'Britannia Financial Planning Ltd' and one of the best people to talk to around sound financial planning for the future.

In between balancing work and family, Wayne leads a very active lifestyle; he has completed two marathons (New York & Auckland) and various multisport events such as the Coast to Coast. Wayne’s passions are CrossFit, the guitar, fishing, wake boarding and playing the occasional game of golf when time permits.

E: wayne@nzbritannia.co.nz   
M: 021 633 216   
P: 0800 29 39 39

Wayne is a Registered Financial Service Provider.

It’s important to get the job done right, first time, every time. To achieve that I give my clients unparalleled dedication, whilst upholding the longstanding values of NZBritannia.

Gareth Grey

FINANCIAL ADVISER
BRITANNIA FINANCIAL PLANNING LTD

Gareth has been with NZBritannia since 2013, but has experience that spans over 20 years, both here in New Zealand and the UK. He has expertise across a wide spectrum of financial services, advising clients in areas such as, insurance, mortgages, KiwiSaver, investments, estate planning, retirement planning and UK pensions. Gareth’s continued commitment to his clients has helped him build one of the most trusted reputations in the industry.

Gareth, with his wife Karen, moved to New Zealand in 2005 to bring up their two daughters, Abbie and Aimee, settling on the Hibiscus Coast. In his leisure time Gareth enjoys watching rugby, cycling, sailing and tramping in the great Kiwi outdoors. He has completed 9 of the Great Walks.

E: gareth@nzbritannia.co.nz   
M: 021 937 935   
P: 0800 29 39 39

Gareth is a Registered Financial Service Provider.

History has shown that it is human nature for responsible people to protect their most valuable physical assets with insurance. Unfortunately, it has also shown that these same people repeatedly overlook the need to protect THEIR MOST VALUABLE ASSET – themselves!

Ian Wallace

FINANCIAL ADVISER
BRITANNIA FINANCIAL PLANNING LTD

Ian has worked his entire career in the insurance industry only broken by a short stint labouring on a hospital build in London and undertaking building management in Vancouver. However, it didn’t take long for Ian to return to his passion - the insurance industry - and he hasn’t looked back since. Ian’s experience in the trades in combination with his deep knowledge of insurance and insurance contracts, has given him a strong and real understanding of how he can help benefit families, the self-employed, business owners and professionals. After running his own business for over thirty years, in April 2020, Ian decided to transition into the tightknit team environment at NZBritannia. Whilst building his career, Ian was also able to guide three sons into adulthood and enjoy some of his favourite hobbies, such as hiking, boating, photography, and motorcycling.

E: ian@nzbritannia.co.nz   
M: 021 926 936   
P: 0800 29 39 39

Ian is a Registered Financial Service Provider.

Time in the market beats timing the market.

Ben King

AUTHORISED FINANCIAL ADVISER - SENIOR PARAPLANNER
BRITANNIA FINANCIAL PLANNING LTD

Ben joined NZBritannia in October 2020 as a Senior Paraplanner. In this role Ben supports and assists NZBritannia with the drafting of all Statements of Advice along with any other recommendations. In conjunction with our Advisers and Administration Team, Ben’s aim is to provide our clients with a professional and ongoing positive financial planning experience. Ben has been in the financial services industry for close to five years and during this time has worked as a paraplanner and qualified as an Authorised Financial Adviser. Ben’s attention to detail and passion for helping clients achieve their desired goals makes him a great fit for our Team. That same passion flows through his love for cooking and eating, discovering new musicians, and collecting Fantasy/Science Fiction books.

E: ben@nzbritannia.co.nz   
M: 09 414 4215 ext, 801    
P: 0800 29 39 39